CPM Investing LLC - Research and Investment Publications
Balanced Model PORTFOLIOS (Stock, Bond, Cash Rotation)
The model portfolios in the following two publications are designed to be used by individual investors managing their own accounts over long time periods.
Balanced Model Portfolios: $9000 per year
Performance figures (below) do not reflect fees embedded in the ETFs or fee for the Focused 15 Investing research publication.
See this blog post for a comparison of the Diamond and Sapphire publications (LINK)
Diamond Publication
Sapphire Publication
Sapphire Publication
Diamond model portfolios are easy to implement and have high returns and low variability of returns
- Portfolios include 1 to 4 ETFs from among (UST, DDM, XLP, XLU, SHY-Optional)
- All use ETF DDM (DJIA x2) to some degree
- Includes theme portfolios (performance not shown)
Sapphire Publication
Sapphire Publication
Sapphire Publication
Sapphire model portfolios are intended for experienced ETF investors and have higher returns and/or higher return-to-variability ratios than Diamond portfolios
- Portfolios include 4 ETFs (TYD, UDOW, XLP, XLU, SHY-Optional)
- All use ETF UDOW (DJIA x3) to some degree
- Includes theme portfolios (performance not shown)
Source: CPM Investing LLC. Data using prices in USD, except as noted, sourced from Bloomberg, LLC. Backtested / hypothetical results do not indicate actual or future returns.
Current decision rules and parameters are used to simulate historical performance and portfolio statistics.
If and when the rules and parameters are revised, those revisions may affect previously reported simulated historical performance and portfolio characteristics.
Focused 15 Investing and Market Resilience Index are registered trademarks of CPM Investing, LLC
Copyright © 2014-2021 CPM Investing, LLC. All Rights Reserved
* Expected returns are based on historical simulations of model portfolios since January 2000 and do not reflect fee embedded in the ETFs or fee for the Focused 15 Investing research publication. The expected return values are intended to be used for relative comparisons among Focused 15 Investing model portfolios.
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Copyright © 2014-2021 CPM Investing LLC - All Rights Reserved.
Focused 15 Investing and Market Resilience Index are registered trademarks of CPM Investing LLC
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